AI Holders Summary · Q1 2026

416 institutions reported UFPI in Q1 2026. BlackRock, Inc. leads at 22.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$709M7.7M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$304M3.3M0.02%Q1 2026 03

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$294M3.2M0.86%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$234M2.5M0.01%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$198M2.2M0.01%Q1 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$176M1.9M0.04%Q1 2026 07

Boston Partners

CIK 0001386060

$166M1.8M0.17%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$142M1.5M0.01%Q1 2026 09

WASATCH ADVISORS LP

CIK 0000814133

$127M1.4M0.83%Q2 2026 10

FMR LLC

CIK 0000315066

$123M1.3M0.01%Q1 2026 11

FRANKLIN RESOURCES INC

CIK 0000038777

$105M1.1M0.03%Q1 2026 12

NORTHERN TRUST CORP

CIK 0000073124· Index

$99M1.1M0.01%Q1 2026 13

Allspring Global Investments Holdings, LLC

CIK 0001890906

$97M1.1M0.16%Q1 2026 14

River Road Asset Management, LLC

CIK 0001341401

$81M889K0.90%Q2 2026 15

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$78M842K0.05%Q1 2026 16

ROYCE & ASSOCIATES LP

CIK 0000906304

$76M824K0.75%Q1 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$75M811K0.01%Q1 2026 18

DEPRINCE RACE & ZOLLO INC

CIK 0001008894

$53M580K1.01%Q1 2026 19

AMERIPRISE FINANCIAL INC

CIK 0000820027

$47M507K0.01%Q1 2026 20

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$44M478K0.02%Q1 2026

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